Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The encouraging thing is that there are some very large projects in the pipeline! This should accelerate in the years ahead, particularly since so much renewable energy is being wasted because of lack of storage capability.
https://hydrogen-central.com/statera-energy-develop-3gw-kintore-hydrogen-project/
Anyone know anything about Statera?
So much better than nuclear. Faster implementation and less vulnerable from a security and delay viewpoint.
Thanks for your responses TM and good point JM re Singapore being alkaline. I guess we just hope for a more positive long-term outcome than we had with Shell refuelling and JCB. It seems they got a lot more benefit from the partnership than ITM (cuckoos in the nest?). SNAM seems very quiet too. Lost track of what they bring to the party.
https://www.itm-linde.com/products
JM this is helpful too and adds confidence in the partnership. Interestingly, the article on Singapore just referred to Linde - not ITM-Linde. So does Linde operate a separate electolyser sales arm or was ITM just missed off? If separate, then it competes with ITM-Linde?
That should read Eroxon btw.
https://eroxon.com/
JM thanks for taking the time to reply and answering the question. I have been invested in ITM since 2010 so have followed all the ups and downs, directional changes, different partners etc. Another AIM stock I have been in over the same period is FUM. Totally different market but they too attracted partnerships with major companies - first Reckitt-Benckiser (Durex) and then Arm and Hammer (Trojan). That gave small investors much greater confidences in the product and potential outcome but in both cases all that happened was delay after delay in coming to market. Years later and without the support of the big players FUM have finally managed to get product onto pharmacy shelves (Erexon). It just makes me a little suspicious of the motives of big players when partnered with very small ones. Hopefully with DS at the helm and his contacts in Linde there is nothing to worry about!
Do Linde need ITM? I am struggling a bit with what Shell, Linde etc are doing with large scale H2 production vs what ITM can offer.
https://www.blackridgeresearch.com/blog/list-of-top-green-hydrogen-producing-companies-in-the-world
Shell obviously going for massive industrial scale electrolysers for production of hydrogen. How that will affect hydrogen prices and competitiveness of smaller electrolysers will be interesting. Does Linde have equivalent or greater green hydrogen production capability?
Stux I assume you work at home;-)
Coverage in nation media and availability in Boots etc. The coming days should be rewarding for users and shareholders;-) GLA
https://www.linde-engineering.com/en/plant-components/hydrogen-refueling-technologies/index.html
Many thanks Dennis. Very informative answers to all our questions. A big morale booster after a turbulent 12 months.
Great to get direct feedback so many thanks for giving up your valuable time to do this.
One question - there is a massive market in backup power supplies for hospitals, data and communications centres, govt, military etc wherever 365 24/7 power supply is critical. Is this an opportunity that ITM will actively be pursuing?
https://www.bbc.com/future/article/20220316-the-epic-attempts-to-power-planes-with-hydrogen
https://greekreporter.com/2023/04/04/hydrogen-powered-jets-revolution-travel/
Been a LTH for c15 yrs and used to follow and post daily. Many false starts along the road to this point but finally a viable product and partner combination seems to have been achieved. Onwards and upwards as they say!! GLA